Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>ON Semiconductor had a strong 2022 and ended the year on a positive note, exceeding analyst expectations in terms of revenue and earnings.</li><li>While the company saw softness in parts of its industrial business, demand for medical applications and energy infrastructure like hearing aids and glucose monitors remain strong.</li><li>Hyundai Group selected the EliteSiC family of silicon carbide power modules of ON Semiconductor for their high-performance EVs.</li></ul>

ON Semiconductor had a strong 2022 and ended the year on a positive note, exceeding analyst expectations in terms of revenue and earnings.While the company saw softness in parts of its industrial business, demand for medical applications and energy infrastructure like hearing aids and glucose monitors remain strong.Hyundai Group selected the EliteSiC family of silicon carbide power modules of ON Semiconductor for their high-performance EVs.

ON Semiconductor Corporation: Major Drivers

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>China Balloon Incident -- Negative news for China semiconductor restrictions; Up to 45nm may now be hobbled by Japan &amp; Netherlands joining.</li>
<li>Hon Hai -- January sales results strong, could help market look forward to Hon Hai's future growth.</li>
<li>Mediatek Results &amp; Upcoming Results -- Signs of slight smartphone stablization, also we highlight key Auto &amp; Industrial Semiconductor related results ahead.</li>
</ul>


China Balloon Incident -- Negative news for China semiconductor restrictions; Up to 45nm may now be hobbled by Japan &amp; Netherlands joining.
Hon Hai -- January sales results strong, could help market look forward to Hon Hai's future growth.
Mediatek Results &amp; Upcoming Results -- Signs of slight smartphone stablization, also we highlight key Auto &amp; Industrial Semiconductor related results ahead.


Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs

<ul><li>ON Semiconductor Corporation delivered another all-around beat in its last result.</li><li>The company is a well-known provider of intelligent sensing and power solutions and has established a good market position within its niche in the semiconductor market.</li><li>More and more companies are considering ON Semiconductors as their long-term strategic partners as the company walks according to an amazing foresight.</li></ul>

ON Semiconductor Corporation delivered another all-around beat in its last result.The company is a well-known provider of intelligent sensing and power solutions and has established a good market position within its niche in the semiconductor market.More and more companies are considering ON Semiconductors as their long-term strategic partners as the company walks according to an amazing foresight.

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>The current semiconductor market meltdown can be expected to continue through the end of 2024</li>
<li>This will reduce 2022 market growth to 5%, and will drive a decline of 19% in 2023</li>
<li>Stocks will be unevenly influenced by this, with the most dramatic declines hitting makers of volume commodities, smaller declines in differentiated products, and a weak impact on older technology products.</li>
</ul>


The current semiconductor market meltdown can be expected to continue through the end of 2024
This will reduce 2022 market growth to 5%, and will drive a decline of 19% in 2023
Stocks will be unevenly influenced by this, with the most dramatic declines hitting makers of volume commodities, smaller declines in differentiated products, and a weak impact on older technology products.


2023 High Conviction: Semiconductor Down Market

Equity Capital Markets

On Semiconductor / Equity Capital Markets

<ul><li>This is our first report on ON Semiconductor Corporation, a well-known provider of intelligent sensing and power solutions.</li><li>The management has streamlined their product line by eliminating price-sensitive products in favour of fiercely competitive Intelligent Power and Sensing Solutions.</li><li>Because of the solutions' strong performance, the depth of their intelligent power and sensor portfolio, and end-to-end manufacturing capabilities, their clients select ON Semiconductors as a strategic partner to support their long-term technology roadmaps.</li></ul>

This is our first report on ON Semiconductor Corporation, a well-known provider of intelligent sensing and power solutions.The management has streamlined their product line by eliminating price-sensitive products in favour of fiercely competitive Intelligent Power and Sensing Solutions.Because of the solutions' strong performance, the depth of their intelligent power and sensor portfolio, and end-to-end manufacturing capabilities, their clients select ON Semiconductors as a strategic partner to support their long-term technology roadmaps.

ON Semiconductor Corporation- Initiation of Coverage – Capacity Expansion & Other Drivers

United States

ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The Company's products include integrated circuits, and analog ICs. ON also offers discrete semiconductors in a variety of surface mount and standard packages.

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On Semiconductor (ON US)

ON Semiconductor Corporation: Major Drivers

ON Semiconductor had a strong 2022 and ended the year on a positive note, exceeding analyst expectations in terms of revenue and earnings. While...

Baptista Research

Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs

Up to 45nm chips may now hobbled by Japan & Netherlands joining U.S. with restrictions. Mediatek sees signs of slight smartphone stablization; key...

Vincent Fernando, CFA

ON Semiconductor Corp: Major Drivers

ON Semiconductor Corporation delivered another all-around beat in its last result. The company is a well-known provider of intelligent sensing and...

Baptista Research

2023 High Conviction: Semiconductor Down Market

What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...

Jim Handy

ON Semiconductor Corporation- Initiation of Coverage – Capacity Expansion & Other Drivers

This is our first report on ON Semiconductor Corporation, a well-known provider of intelligent sensing and power solutions. The management has...

Baptista Research

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